SBA lending record
Hall Wealth Management Group
114 PACIFICA, Irvine, CA 92618 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$130K
Total SBA financing
1
Loan on record
FY2020
On record
4
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Hall Wealth Management Group your business?
This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.
The loan
$130,000 — FY2020
- Gross approval
- $130,000
- SBA guaranteed
- $110,500 (85%)
- Status
- Current
- Rate at approval
- 6% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 7/23/2020
- First disbursement
- 8/31/2020
- Days to fund
- 39 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 4
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Investment Advice
- NAICS code
- 523930
- Address
- 114 PACIFICA
- City
- Irvine, 92618
- County
- Orange
- SBA district office
- SANTA ANA DISTRICT OFFICE
- Congressional district
- 45
The lender
First Internet Bank of Indiana
1 loan to this businessFull SBA lending record + branches on the lender page →Find SBA lenders for businesses like this
The banks most active funding investment advice — by location, industry.
Similar businesses
Comparable investment advice in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
WARREN STREET WEALTH ADVISORS, LLC
Tustin, CA· ~8 mi
Investment Advice
- $150K
- SBA financing
- ≈ $294K–$490K
- Est. revenue (rough)
Michael Hughes
Laguna Niguel, CA· ~9 mi
Investment Advice
- $315K
- SBA financing
- ≈ $618K–$1.0M
- Est. revenue (rough)
CHANTICO GLOBAL, LLC
Los Angeles, CA· ~47 mi
Investment Advice
- $134K
- SBA financing
- ≈ $263K–$438K
- Est. revenue (rough)
OPTIMIZE FINANCIAL INC.
Laguna Hills, CA· ~3 mi
Investment Advice
- $4.9M
- SBA financing
- ≈ $9.7M–$16M
- Est. revenue (rough)
Homestead Wealth Management Corp.
San Dimas, CA· ~32 mi
Investment Advice
- $205K
- SBA financing
- ≈ $402K–$670K
- Est. revenue (rough)
Financial Investments Reasearch & Management LLC
Burbank, CA· ~48 mi
Investment Advice
- $150K
- SBA financing
- ≈ $294K–$490K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Hall Wealth Management Group in Irvine, CA (Investment Advice). CapBench compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.
- 1 SBA 7(a) loan totaling $130K
- On record FY2020
- 4 jobs supported
- Industry: Investment Advice
- Location: Irvine, CA
- Lender: First Internet Bank of Indiana
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in CA for ~$130k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
- Methodology:
- Sources & methodology
- Informational only — CapBench does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
- Figures come from public records and CapBench methodology; verify before relying on them.
- Financing figures are historical loan records, not a current offer or a loan approval. CapBench is not a lender.
Is Hall Wealth Management Group your business?
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CapBench listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Hall Wealth Management Group.